Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.
Join estate planning gurus, Robert Keebler and Steven Oshins as they review the 10 best strategies for 2017. They will give you practical advice about:
• Formula GPOAs for basis step-up
• Grantor retained annuity trusts funded with legitimate promissory notes
• Gifts of undivided interests in real estate
• Decanting
• Dynasty trusts
• Hybrid domestic asset protection trusts
• Non-grantor trusts for federal and state income tax shifting
• Non-judicial settlement agreements
• "Tax burn" strategy combined with SCINs and private annuities
• Incomplete gift non-grantor trusts
Our Speakers
 Robert S. Keebler CPA/CFS, MST, AEP Partner Keeble & Associates, LLP |
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| Robert S. Keebler CPA/CFS, MST, AEP Partner Keeble & Associates, LLP |
Steven J. Oshins Member Oshins & Associates, LLC |
In partnership with: |
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